Acquisition progress plus user and trip data reinforce market expectations for deal closure
첫날 -2.0% · 5일 후 -1.3%
›전개 과정 2회
2026-08-27Official €41.50/share offer open; acquisition process enters key execution phase
2026-09-07Acquisition progress plus user and trip data reinforce market expectations for deal closure
내부자 매수
내부자 매수 530만 달러 (내부자 1명)
첫날 -0.3% · 5일 후 -4.1%
기업악재
Uber cuts 3,300 jobs and exits Nigeria and Uganda영어 원문
Layoffs and market exits signal deeper restructuring toward core focus
첫날 -0.6% · 5일 후 -5.6%
›전개 과정 2회
2026-09-03Restructuring to flatten organization, redirect spending to rides, delivery and robotaxis; largest workforce cut this year.
2026-09-04Layoffs and market exits signal deeper restructuring toward core focus
애널리스트호재
Rosenblatt Initiates Uber at Buy, PT $100영어 원문
Analyst sees entry point amid weakness, AV disruption timeline longer than feared
첫날 -0.5% · 5일 후 -5.5%
기업악재
Uber Ends Partnership with Serve Robotics, Robot Delivery Setback영어 원문
Relationship ends over fundamental disagreement; Uber's food-delivery network was a major demand driver for Serve
첫날 -4.0% · 5일 후 -3.3%
기업
Uber and Serve Robotics Part Ways as Partnership Officially Ends영어 원문
M3 confirms previously reported partnership termination; no new facts, mere repetition
첫날 -4.0% · 5일 후 -3.3%
›전개 과정 2회
2026-08-29Serve ends delivery partnership with Uber, removing a key robot supplier from Uber's network
2026-08-29M3 confirms previously reported partnership termination; no new facts, mere repetition
애널리스트
Uber AV Risk in Focus; Ackman Heavily Positioned, Ancora Initiates Stake영어 원문
Institutional positioning and AV disruption debate intensify in parallel
첫날 -2.0% · 5일 후 -1.3%
제품
Uber launches live video streaming for teen rides영어 원문
Parents can view live feed from driver's front camera during eligible teen rides, rolling out nationwide
첫날 -2.3% · 5일 후 -2.6%
M&A·자금조달호재
Multiple Institutions Add Uber in Q2, Trump Also Buys영어 원문
Barrow Hanley buys $426.73M new stake; Ackman doubles down; Trump bought in Q1
첫날 +0.6% · 5일 후 -4.6%
규제악재
Uber faces ~$966M Dutch fine, to appeal영어 원문
Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty
첫날 +0.3% · 5일 후 +0.0%
›전개 과정 3회
2026-08-21Fined for automated driver deactivation violating EU data rules
2026-08-22Dutch DPA fines Uber nearly $1B over automated account suspensions; company to appeal.
2026-08-23Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty
제품호재
Uber Launches First Autonomous Rides in Europe in Zagreb영어 원문
Partnership with Verne and Pony.ai marks Uber's first autonomous ride-hailing in Europe
첫날 +0.7% · 5일 후 -2.0%
제품호재
Uber Launches Baidu's Fully Driverless Robotaxis in Dubai영어 원문
Baidu's Apollo Go goes live on Uber in Dubai, marking Uber's first fully driverless offering and a multi-partner autonomous network
첫날 +0.7% · 5일 후 -2.0%
M&A·자금조달호재
Uber Sees Q2 Institutional Buying, Cramer Turns Bullish영어 원문
Multiple asset managers raised or initiated positions in Q2, plus a prominent investor's public endorsement, reinforcing sentiment
첫날 -1.3% · 5일 후 +5.7%
›전개 과정 3회
2026-08-16Axxcess new stake; Ackman holds; Barron's says cheap
2026-08-1713F filings show top funds bought blue chips in Q2; Uber added by notable investors amid strong fundamentals
2026-08-18Multiple asset managers raised or initiated positions in Q2, plus a prominent investor's public endorsement, reinforcing sentiment
제품호재
Uber Partners with Zipline for Drone Delivery, Targeting 1M Daily Orders by 2029영어 원문
Uber Eats integrates drone delivery into its platform and makes strategic investment in Zipline
첫날 -1.3% · 5일 후 +5.7%
›전개 과정 2회
2026-08-17Uber invests in and partners with Zipline to launch drone delivery for Uber Eats in the US by year-end, targeting 1M daily deliveries by end of 2029
2026-08-18Uber Eats integrates drone delivery into its platform and makes strategic investment in Zipline
기업호재
Uber Partners with Hinomaru Kotsu for Tokyo Robotaxi Pilot영어 원문
Expands autonomous footprint with first Japan pilot planned this year
첫날 +0.1% · 5일 후 +3.8%
관련 소식 · 이 종목은 주체가 아님
관련규제
DoorDash settles NYC pay probe for $131.5 million영어 원문
The city’s investigation into delivery-worker pay moves into the settlement phase, covering more than 200,000 affected couriers.
첫날 -0.7% · 5일 후 -1.3%
①
강세 vs 약세
방향별 정리 · 원문 링크
호재 요인0
아직 항목이 없어요
리스크 요인0
아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
⑩
토론
첫 댓글을 남겨 보세요
서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
아직 댓글이 없어요.
사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.
이벤트 흐름
주요 이벤트 · 시간순
30건
기업호재
Uber to Invest Up to $1.25B for 50K Rivian Robotaxis영어 원문
Uber plans to deploy at least 10K autonomous Rivian R2s from 2030, with options for 40K more, investing up to $1.25B
첫날 -0.9%
애널리스트호재🔥진행 중
우버, 다수 애널리스트 지지…로보택시 위협은 관리 가능하다는 평가
BNP와 Seeking Alpha가 매수 의견을 재확인, 매력적인 밸류에이션과 자율주행차 수혜를 근거로 제시
첫날 -2.1% · 현재까지 -0.4%
›전개 과정 4회
2026-09-26 다수 애널리스트와 투자자들은 우버가 현금흐름이 강하고 전망이 개선된 저평가 상태라고 본다
2026-09-27 다수의 독립 투자자와 애널리스트가 우버의 개선된 펀더멘털과 합리적 밸류에이션을 재차 강조하며 최근 강세 심리를 이어가고 있다.
2026-09-28 시티즌스, $100 목표주가 재확인; 웨이모 주행거리 성장 둔화, 시장은 지나치게 비관적
2026-09-29 BNP와 Seeking Alpha가 매수 의견을 재확인, 매력적인 밸류에이션과 자율주행차 수혜를 근거로 제시
기업호재
Uber Expands Costco Delivery to 47 States, Achieves AV Regulatory Milestone영어 원문
Uber's busy stretch includes grocery delivery expansion, AV regulatory milestone, and regional partnership.
첫날 -0.6% · 5일 후 -2.2%
›전개 과정 4회
2026-09-16Partnership grows from 17 to 47 states, covering nearly 600 stores
Acquisition progress plus user and trip data reinforce market expectations for deal closure
첫날 -2.0% · 5일 후 -1.3%
›전개 과정 2회
2026-08-27Official €41.50/share offer open; acquisition process enters key execution phase
2026-09-07Acquisition progress plus user and trip data reinforce market expectations for deal closure
내부자 매수
내부자 매수 530만 달러 (내부자 1명)
첫날 -0.3% · 5일 후 -4.1%
기업악재
Uber cuts 3,300 jobs and exits Nigeria and Uganda영어 원문
Layoffs and market exits signal deeper restructuring toward core focus
첫날 -0.6% · 5일 후 -5.6%
›전개 과정 2회
2026-09-03Restructuring to flatten organization, redirect spending to rides, delivery and robotaxis; largest workforce cut this year.
2026-09-04Layoffs and market exits signal deeper restructuring toward core focus
애널리스트호재
Rosenblatt Initiates Uber at Buy, PT $100영어 원문
Analyst sees entry point amid weakness, AV disruption timeline longer than feared
첫날 -0.5% · 5일 후 -5.5%
기업악재
Uber Ends Partnership with Serve Robotics, Robot Delivery Setback영어 원문
Relationship ends over fundamental disagreement; Uber's food-delivery network was a major demand driver for Serve
첫날 -4.0% · 5일 후 -3.3%
기업
Uber and Serve Robotics Part Ways as Partnership Officially Ends영어 원문
M3 confirms previously reported partnership termination; no new facts, mere repetition
첫날 -4.0% · 5일 후 -3.3%
›전개 과정 2회
2026-08-29Serve ends delivery partnership with Uber, removing a key robot supplier from Uber's network
2026-08-29M3 confirms previously reported partnership termination; no new facts, mere repetition
애널리스트
Uber AV Risk in Focus; Ackman Heavily Positioned, Ancora Initiates Stake영어 원문
Institutional positioning and AV disruption debate intensify in parallel
첫날 -2.0% · 5일 후 -1.3%
제품
Uber launches live video streaming for teen rides영어 원문
Parents can view live feed from driver's front camera during eligible teen rides, rolling out nationwide
첫날 -2.3% · 5일 후 -2.6%
M&A·자금조달호재
Multiple Institutions Add Uber in Q2, Trump Also Buys영어 원문
Barrow Hanley buys $426.73M new stake; Ackman doubles down; Trump bought in Q1
첫날 +0.6% · 5일 후 -4.6%
규제악재
Uber faces ~$966M Dutch fine, to appeal영어 원문
Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty
첫날 +0.3% · 5일 후 +0.0%
›전개 과정 3회
2026-08-21Fined for automated driver deactivation violating EU data rules
2026-08-22Dutch DPA fines Uber nearly $1B over automated account suspensions; company to appeal.
2026-08-23Dutch DPA fines Uber €825M over automated driver suspensions, second-largest GDPR penalty
제품호재
Uber Launches First Autonomous Rides in Europe in Zagreb영어 원문
Partnership with Verne and Pony.ai marks Uber's first autonomous ride-hailing in Europe
첫날 +0.7% · 5일 후 -2.0%
제품호재
Uber Launches Baidu's Fully Driverless Robotaxis in Dubai영어 원문
Baidu's Apollo Go goes live on Uber in Dubai, marking Uber's first fully driverless offering and a multi-partner autonomous network
첫날 +0.7% · 5일 후 -2.0%
M&A·자금조달호재
Uber Sees Q2 Institutional Buying, Cramer Turns Bullish영어 원문
Multiple asset managers raised or initiated positions in Q2, plus a prominent investor's public endorsement, reinforcing sentiment
첫날 -1.3% · 5일 후 +5.7%
›전개 과정 3회
2026-08-16Axxcess new stake; Ackman holds; Barron's says cheap
2026-08-1713F filings show top funds bought blue chips in Q2; Uber added by notable investors amid strong fundamentals
2026-08-18Multiple asset managers raised or initiated positions in Q2, plus a prominent investor's public endorsement, reinforcing sentiment
제품호재
Uber Partners with Zipline for Drone Delivery, Targeting 1M Daily Orders by 2029영어 원문
Uber Eats integrates drone delivery into its platform and makes strategic investment in Zipline
첫날 -1.3% · 5일 후 +5.7%
›전개 과정 2회
2026-08-17Uber invests in and partners with Zipline to launch drone delivery for Uber Eats in the US by year-end, targeting 1M daily deliveries by end of 2029
2026-08-18Uber Eats integrates drone delivery into its platform and makes strategic investment in Zipline
기업호재
Uber Partners with Hinomaru Kotsu for Tokyo Robotaxi Pilot영어 원문
Expands autonomous footprint with first Japan pilot planned this year
첫날 +0.1% · 5일 후 +3.8%
관련 소식 · 이 종목은 주체가 아님
관련규제
DoorDash settles NYC pay probe for $131.5 million영어 원문
The city’s investigation into delivery-worker pay moves into the settlement phase, covering more than 200,000 affected couriers.
